To move your payroll into Freedom, our team needs admin-level access to your team, pay history, and tax documents in Gusto. You do this by adding Freedom as an accountant collaborator. Your Gusto password stays private; we never ask for it.
Sign in to Gusto as the Account Owner (Primary admin). Only the Account Owner can add collaborators.
Go to "People".
Next to "Add person", click the small down arrow and choose "Add collaborator".
Select "Accountant" as the collaborator type.
Enter the first name "Freedom", the last name "Setup", and the email [email protected].
Choose the role "Global admin".
Click "Save collaborator". Gusto emails the invitation to [email protected] and our team accepts it; nothing more is needed from you in Gusto.
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in Gusto?" to confirm you added the user and gave it the role, then click "Confirm access granted in Gusto".
Note: Confirming tells our team to start transferring your data. We'll email you when your data transfer is in Freedom. If the menus look different or you'd rather not add a user, click "Email us instead" on the Transfer access to Freedom page in Freedom and we'll arrange the transfer with you.